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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
FBC
4901
Fairfield, Bush & Co
Connecticut
$142M -$28.4M -17% 4.32% 101% 519 77.65%
GAM
4902
Garrison Asset Management
Arkansas
$142M -$7.66M -5% 3.49% 52.1% 97 6.19%
SCM
4903
Sterneck Capital Management
Missouri
$141M -$7.77M -5% 6.84% 52.9% 97 9.28%
BA
4904
Baugh & Associates
Georgia
$141M -$7.25M -5% 4.35% 83.8% 38 0%
BFA
4905
Bluestem Financial Advisors
Illinois
$141M -$2.49M -2% 5.64% 39.5% 27 0%
TCOK
4906
Trust Company of Kansas
Kansas
$141M -$29.2M -17% 5.95% 87% 49 12.24%
CWM
4907
Collaborative Wealth Management
Florida
$141M -$11.1M -7% 5.17% 35.8% 190 14.74%
HWM
4908
Howard Wealth Management
Connecticut
$141M +$46.9M +50% 4.07% 60.3% 117 49.57%
SM
4909
Scoggin Management
New York
$141M -$69.5M -33% 5.97% 527% 62 45.16%
OWIM
4910
Old West Investment Management
California
$141M -$1.86M -1% 0.96% 235% 44 11.36%
FWA
4911
FOCUS Wealth Advisors
Texas
$141M -$4.8M -3% 2.72% 63.8% 50 20%
RWRC
4912
R.W. Roge & Company
New York
$141M -$4.56M -3% 3.02% 57.7% 39 10.26%
PWS
4913
Peterson Wealth Services
Utah
$141M +$2.31M +2% 3.62% 153% 88 6.82%
BMWM
4914
Brown Miller Wealth Management
Virginia
$141M -$5.99M -4% 6.11% 102% 126 20.63%
DLHL
4915
Donald L. Hagan LLC
Florida
$141M -$16M -10% 6.76% 47.9% 95 13.68%
IPW
4916
Intergy Private Wealth
Colorado
$141M +$14.1M +11% 6.39% 67.6% 71 26.76%
JIM
4917
JCP Investment Management
Texas
$141M -$245K -0.2% 1.06% 64.9% 19 42.11%
CFP
4918
Cypress Financial Planning
New Jersey
$141M -$5.01M -3% 5.75% 37.9% 54 5.56%
CAM
4919
Connacht Asset Management
New York
$141M -$97.6M -41% 0.27% 63.8% 180 50%
LIM
4920
Lagoda Investment Management
New York
$141M -$10.3M -7% 1.79% 193% 39 5.13%
RIM
4921
Reliant Investment Management
Tennessee
$141M -$1.84M -1% 2.15% 122% 56 19.64%
BBW
4922
Blue Barn Wealth
Utah
$141M +$10M +8% 10.1% 46.4% 124 12.1%
KGAMU
4923
KPS Global Asset Management (UK)
United Kingdom
$140M -$33.7M -19% 15.2% 523% 5 0%
NOI
4924
Newton One Investments
Delaware
$140M +$5.97M +4% 5.32% 38.7% 127 6.3%
CWA
4925
CJM Wealth Advisers
Virginia
$140M -$3.45M -2% 4.35% 71.5% 56 10.71%